The AI boom is triggering an explosive surge in memory chip demand, putting Taiwan's PSMC in the spotlight. According to Economic Daily News, PSMC has teamed up with Intel and Japan's SoftBank Group in an AI memory collaboration, taking on a key role in pilot production and manufacturing. The cross-...

While memory prices continue to carry strong upward momentum amid AI-driven supply tightness, regional trends are beginning to diverge. Notably, according to Tom’s Hardware, DDR5 prices in the U.S. are still climbing to record levels, whereas European markets are showing signs of easing. Meanwhile...

Amid rapidly rising demand for AI servers, global memory capacity allocation is undergoing a clear shift, with Japan’s consumer electronics industry reportedly feeling the impact. According to Gu Chuan’s column in TechNews, memory suppliers such as Samsung Electronics and SK hynix are prioritizi...

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

China’s chip equipment sector is accelerating its push for greater self-reliance. According to Newsswitch, the country has been a key driver of global semiconductor investment in recent years and is now moving to localize critical technologies long dependent on overseas suppliers, including lithog...